You can update voluntary corporate action election records using the Add Entry- Change Voluntary Election Record panelscreen.
Change Voluntary Corporate Action Elections
Update voluntary corporate action elections in the Change Voluntary Corporate Actions Elections screen.
To change a voluntary corporate action election:
- In the Reference Desk workspace, in the left navigation pane, click Corporate Actions and then click Voluntary Elections>Change Voluntary Corporate Action Election.
You see the Change Voluntary Corporate Actions Elections screen. - Specify a date range for corporate actions to include in the Voluntary Corporate Action Begin Date and Voluntary Corporate Action End Date fields. All other criteria are optional.
- Click Submit.
You see the results of your query in the Show All tab. Select the Corporate Action you want to update so that a check mark appears in the Select check box, and then click the Change Voluntary Election Record button on the toolbar.
You see the Action Entry Panel - Change Voluntary Election Record.Revise the fields as needed. The options you see vary based on the type of corporate action you select.
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For a complete list of panel options, see the Add Entity Election Options section in Add Voluntary Corporate Action Elections.- After completing your changes, click Submit.